Evergreen Capital Management LLC Raises Holdings in RH $RH

Evergreen Capital Management LLC lifted its position in RH (NYSE:RH) by 17.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,167 shares of the company’s stock after acquiring an additional 2,924 shares during the quarter. Evergreen Capital Management LLC owned 0.11% of RH worth $4,097,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in RH. Quinn Opportunity Partners LLC acquired a new position in RH during the 2nd quarter valued at about $378,000. Norges Bank purchased a new position in shares of RH during the second quarter worth $29,083,000. Senvest Management LLC lifted its holdings in shares of RH by 54.6% in the 2nd quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock valued at $138,713,000 after buying an additional 259,200 shares during the period. Twin Lakes Capital Management LLC purchased a new stake in shares of RH in the second quarter worth about $3,213,000. Finally, Covenant Asset Management LLC acquired a new stake in RH during the second quarter worth about $1,833,000. 90.17% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

RH has been the subject of a number of analyst reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of RH in a research report on Wednesday, December 24th. UBS Group reissued a “neutral” rating on shares of RH in a research note on Friday, December 12th. JPMorgan Chase & Co. cut their target price on RH from $275.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, December 19th. The Goldman Sachs Group decreased their price objective on RH from $195.00 to $144.00 and set a “sell” rating on the stock in a report on Monday, December 15th. Finally, TD Cowen dropped their price target on shares of RH from $265.00 to $200.00 and set a “buy” rating for the company in a research report on Friday, December 12th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $227.13.

Insider Activity at RH

In related news, Director Mark S. Demilio sold 2,254 shares of RH stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total value of $495,880.00. Following the sale, the director directly owned 19,962 shares in the company, valued at $4,391,640. The trade was a 10.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Over the last ninety days, insiders sold 5,154 shares of company stock valued at $1,100,148. 27.00% of the stock is owned by company insiders.

More RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: Morgan Stanley set a new $275 price target for RH, a material upside to recent consensus targets and a near‑term catalyst supporting investor optimism. New Analyst Forecast: $RH Given $275 Price Target
• Positive Sentiment: Revenue growth remains intact — most recent quarterly revenue was up roughly 8–9% year‑over‑year and came roughly in line with estimates, supporting the case for top‑line recovery and multiple re‑rating. Quarterly revenue and analyst note
• Neutral Sentiment: The analyst picture is mixed: while some firms have raised targets, the six‑month range of estimates is wide and the median target sits near $200 — one high target lifts sentiment but consensus is still split.
• Neutral Sentiment: Institutional activity is mixed with large buys and sells reported across funds; that can amplify intraday moves but doesn’t provide a clear directional signal for fundamentals.
• Negative Sentiment: RH missed on the last quarterly EPS (reported $1.71 vs. ~$2.13 consensus) and continues to show a weak return on equity and high reported leverage — fundamentals that cap upside unless margins improve.
• Negative Sentiment: Insider selling — director Mark Demilio disclosed multiple sales (~2k+ shares at roughly $220) this week, a signal some investors interpret as reduced insider conviction. RH Director Sells $440,200.00 in Stock

RH Stock Up 4.3%

RH stock opened at $233.11 on Friday. RH has a twelve month low of $123.03 and a twelve month high of $455.84. The stock has a 50 day moving average of $174.49 and a two-hundred day moving average of $195.56. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. The stock has a market capitalization of $4.38 billion, a price-to-earnings ratio of 42.08, a PEG ratio of 1.74 and a beta of 2.09.

RH (NYSE:RH) last released its earnings results on Thursday, December 11th. The company reported $1.71 EPS for the quarter, missing the consensus estimate of $2.13 by ($0.42). RH had a negative return on equity of 161.72% and a net margin of 3.22%.The firm had revenue of $883.81 million during the quarter, compared to analyst estimates of $883.65 million. During the same quarter last year, the business posted $2.48 EPS. The firm’s revenue was up 8.9% on a year-over-year basis. As a group, research analysts expect that RH will post 4.39 earnings per share for the current year.

RH Profile

RH, formerly Restoration Hardware, is a design-driven luxury retailer specializing in high-end home furnishings, décor, textiles, lighting and outdoor living products. The company offers a curated collection of furniture pieces—including seating, casegoods, beds and dining items—alongside rugs, art and decorative accessories. RH’s product lines are organized into distinct collections, each reflecting a cohesive design philosophy and premium craftsmanship aimed at the residential and hospitality markets.

Founded in 1979 in Eureka, California, by Stephen Gordon, Restoration Hardware began as a small warehouse in Northern California.